Get started with AdviceOS

Welcome to AdviceOS!

We're here to make your journey to using AdviceOS as simple as possible.

On this page you'll find training materials to help you understand how to use and make the most of your new advice software.

If you need help or would like to book a training session, you can reach out to your dedicated Account Manager or contact our friendly customer support team. Customer support are available Monday to Friday from 8.30am - 5.30pm AEST on 1300 882 938 or by emailing info@midwinter.com.au.

AdviceOS Introduction & Overview for New Users

AdviceOS Modules - Training Videos & Guides

CRM

The comprehensive AdviceOS CRM provides everything you need to track and manage client relationships, do advice specific reporting and manage your compliance obligations, such as FDS.

AdviceOS provides adviser-specific functionality that extends its capabilities beyond those of a generic CRM.

To get started with the CRM module we recommed watching the Fact Find, Generating FDS Statements, Managing FOFA and Review Dates, and Creating Custom Platforms training videos shown here.

We also ahve a number of other training videos covering the advanced administration and settings features: